Acumen Financial Planning
Financial Services
Park, United Kingdom
63 employees
- Employees
- 63
- Contacts
- 1
- Emails
- 1
Acumen Financial Planning Overview
- Headquarters
- Park, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- acumenfp.com
- Industry
- Financial Services
- Employees
- 63
- Founded
- 2002
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Acumen Financial Planning
Accredited Financial Planning Firm of the Year 2024 Accredited Financial Planning Firm of the Year 2018 Accredited Financial Planning Firm of the Year 2016 New Model Adviser Firm of the Year 2017, 2018 & 2019 (Scotland & N I) We are an award-winning, independent Accredited and Chartered Financial Planning Firm, helping clients across the UK achieve their full financial promise. We provide clients with a clear view of their financial future. In particular, we offer advice on:- Pensions & Retirement Planning Savings & Investments Tax Planning Estate Planning Corporate & Workplace Pensions Authorised and regulated by the Financial Conduct Authority. More details can be found on our website http://www.acumenfp.com/
Acumen Financial Planning Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Acumen Financial Planning Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sarah Macfarlane | Administration Pa |
View
|
|
| David Wardrop Dippfs | Trainee Paraplanner at Acumen Financial | Greater Glasgow Area, United Kingdom |
View
|
| David Gow Fpfs Certified and Chartered Financial Planner | Director, Chartered and Certified |
View
|
|
| Keith Mackie | Group Managing Director | Westhill, Scotland, United Kingdom |
Email
|
Employees by Management Level
Individual contributor
12 profiles
Director
3 profiles
Manager
2 profiles
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 1 | 2 |
| Executive | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Acumen Financial Planning Tech Stack
Cloud / infrastructure
1 profile
Compare Similar Companies to Acumen Financial Planning
AAB
Professional Services
Johnston Carmichael Chartered Accountants and Business Advisers
Accounting
Paradigm Norton Financial Planning
Financial Services
Nuvo Scotland
Accounting
AAB Wealth Limited
Financial Services
boosst - Financial Planning
Financial Services
Medical & Dental (Powered by Acumen Financial Planning)
Financial Services
Acumen Employee Benefits
Financial Services
Magenta Financial Planning
Financial Services
SpringGen Advice Ltd (Powered by Acumen Financial Planning)
Financial Services